WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Institutional investor · Portfolio as of Q3 2022
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.5M | $570.6M | 8.9% | $111.16 | +108.08% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 4.5M | $504M | 7.9% | $108.92 | +5.40% | 15 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 3.3M | $456.1M | 7.1% | $95.48 | +41.96% | 15 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.4M | $426.4M | 6.7% | $189.42 | -9.06% | 11 qtrssince 2020-Q1 | Unchanged 0 |
JOHNSON & JOHNSON | 2.4M | $388.8M | 6.1% | $121.65 | +22.66% | 15 qtrssince 2019-Q1 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL A | 850 | $345.5M | 5.4% | $301,215.00 | +35.02% | 15 qtrssince 2019-Q1 | Unchanged 0 |
PEPSICO INC | 2M | $326.5M | 5.1% | $99.93 | +50.08% | 15 qtrssince 2019-Q1 | Decreased 0 |
| 1.1M | $301.9M | 4.7% | $267.10 | -3.28% | 7 qtrssince 2021-Q1 | Increased 64 | |
ACCENTURE PLC-CL A | 1.1M | $283M | 4.4% | $186.61 | +31.61% | 11 qtrssince 2020-Q1 | Unchanged 0 |
JD.COM INC-ADR | 5.6M | $279.9M | 4.4% | $27.36 | +74.27% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 2.9M | $278.8M | 4.4% | $95.40 | +2.05% | 15 qtrssince 2019-Q1 | Increased 92 |
ALPHABET INC-CL A | 2.9M | $277.4M | 4.3% | $94.78 | +2.02% | 15 qtrssince 2019-Q1 | Increased 92 |
ADOBE INC | 935,000 | $257.3M | 4.0% | $427.62 | -34.93% | 11 qtrssince 2020-Q1 | Increased 60 |
DOORDASH INC - A | 5.1M | $252.7M | 4.0% | $139.63 | -64.31% | 8 qtrssince 2020-Q4 | Unchanged 0 |
ALIBABA GROUP HOLDING-SP ADR | 3.1M | $245.9M | 3.9% | $173.99 | -56.85% | 15 qtrssince 2019-Q1 | Unchanged 0 |
CISCO SYSTEMS INC | 6M | $240M | 3.8% | $43.91 | -16.58% | 15 qtrssince 2019-Q1 | Unchanged 0 |
SERVICENOW INC | 550,000 | $207.7M | 3.3% | $110.49 | -30.22% | 6 qtrssince 2021-Q2 | Unchanged 0 |
ABBOTT LABORATORIES | 2.1M | $201.3M | 3.2% | $82.88 | +7.61% | 10 qtrssince 2020-Q2 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 1.3M | $176.4M | 2.8% | $165.59 | -18.19% | 15 qtrssince 2019-Q1 | Unchanged 0 |
NIKE INC -CL B | 2.1M | $174.6M | 2.7% | $87.39 | +3.14% | 11 qtrssince 2020-Q1 | Unchanged 0 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST manages $6.4B across 22 positions as of Q3 2022. Top holdings: MSFT (8.9%), AMZN (7.9%), AAPL (7.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Added 1 new position, exited 3, increased 5, trimmed 4. Top move: GOOG (INCREASED, conviction 92). Portfolio: $6.4B across 22 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer